Calyx RIM Publisher

Create an Assembly Template from a Template, Assembly, or View

You create an assembly template from an existing template, assembly, or a submitted or approved view.

The existing attribute values of the selected element is inherited to the new assembly template, minimizing the need for you to enter data.

To create an assembly template, you must have the appropriate security privileges.

To create an assembly template based on a template, assembly, or a submitted or approved view:
  1. On the home page, click New > Assembly Template.
  2. On the Create Template page, click Existing Template, Assembly or View.
  3. Click Browse to find and select the template, assembly, or view using the Search Assembly Wizard.
  4. On the Search Options window, choose an assembly type from the Assembly Type to Search list, and click Next.
  5. On the Assembly Query Parameters window, use Search to find an assembly, or you can choose an assembly from one of the other tabs: Assembly Templates, Standalone Assemblies, Sequence Assemblies, or Views.
    • Columns in the grid can be sorted in ascending or descending order using the options for each column heading.
    • Columns in the grid can be shown or hidden using the options for each column heading.
    • Move your pointer over a column heading and click the arrow next to the heading name to view the options.

  6. Select an assembly and click OK.
    On the Create Template window, the assembly you selected appears in the Browse field.
  7. Choose a Use Source Assembly Publishing Settings Library option:
    • Yes = The new assembly template inherits the Publishing Settings Library used in the source assembly you have selected. Selecting Yes also provides the option to Import Publishing Elements (choose Yes or No).
    • No = You must select a PLT from the Publishing Settings Library field that appears when you choose No.
    Note: If an Approved View is selected as the source assembly for creation, the Publishing Settings Library option will appear in place of the Use Source Assembly Publishing Settings Library option. Choose a Publishing Settings Library from the list.
  8. In the Retarget Copied Reference Leafs field, set the option for reference leafs in your new assembly template:
    • Retarget Copied Reference Leafs
    • Preserve Copied Reference Leafs
  9. Save.
  10. On the Create Assembly window, enter a name for your new assembly and enter attribute values for the assembly.